-58.5%
HUBS vs MSFU
+26.0%
-84.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -9.0% | -1.8% | -7.2% | -8.3% |
| 30D | +7.2% | +0.5% | +6.8% | +7.2% |
| 3M | +20.9% | +51.9% | -31.0% | -3.3% |
| 6M | -13.0% | +35.0% | -48.0% | -25.4% |
| YTD | -43.8% | -9.0% | -34.8% | -43.6% |
| 1Y | -54.6% | -18.8% | -35.8% | -52.8% |
| 3Y | -58.5% | +25.5% | -84.0% | -66.4% |
| All | -58.5% | +26.0% | -84.4% | -66.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded MSFU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling